Skip to content

Benefits of our approach

Screenshot 2023-11-28 133227

Integrated and tailored financial support


Catering to public and private employees, at any level


Personalised services spanning education through to advice

chart 2

Action-based outputs to improve financial wellbeing


A flexible approach to suit distinct needs and budgets

Empowering employees to make financial decisions

Getting the best financial wellbeing outcome is about more than just access to benefits. It’s about giving your employees the tools, knowledge and confidence to make the most of them.

We work closely with our clients to develop bespoke engagement strategies. Individual employees can often find it difficult to navigate and apply financial information to their own situation. Our overriding aim is to bridge this gap.

We help your employees find the confidence to make their own decisions, and you get valuable insight on financial trends in your workforce.

Supporting financial wellbeing step by step

We work with employers to design and provide flexible, action-based support that best suits the needs of their employees.

Our services include:

  • Educational content: From videos to seminars, we’ll provide tailored materials and tools
  • Financial coaching: Our coaches give personalised guidance for a human touch
  • Access to a personalised digital platform: This brings together an employee’s financial journey, whether that’s identifying areas of focus, watching educational videos, booking a webinar or completing a personal to-do list

All of this is integrated with your benefits package and any resources you have already available.

How we’ve helped our clients

We’re proud that our supportive and strategic approach has helped both employees and employers grow the value of their benefits. Our financial coaching sessions and seminars have received consistently high feedback scores making a meaningful contribution to attendees’ financial wellbeing.

What is financial coaching?

Watch the video to find out how financial coaching could support financial confidence among your employees.

Key people

Get in touch

If you’d like help measuring and maximising your employees’ financial wellbeing, get in touch today.

Useful resources

We’re helping employers support their employees through the cost of living crisis. You can find some of our resources below.


Our cost of living seminars 

Helping employees through the cost of living crisis 

Supporting your employees through the cost of living crisis